We all know that that making spreadsheets look nice can be a tedious task. On top of that, it’s difficult to come up with big-picture ideas to figure out how the entire spreadsheet should function, what you want it to do, and what you want it to show. Fortunately, we have templates. There are people out there who have done the work for us and made some awesome templates to help us get started with spreadsheets to manage our data or day to day tasks.
Spreadsheets can be especially helpful for tracking leads, sales, marketing, and appointments. Above all, you can manage the sales funnel from start to finish and create beautiful reports for internal and external use. Use ready-made sales templates exactly how they come, or customize them to fit the way you work. To get you started, we’ve got an overview of some of the best sales templates in Google Sheets.
Let’s take a look at some of the best free Google Sheets sales templates:
Sales lead tracker template from Sheetgo
This free sales lead tracker template in Google Sheets enables you to record and track your sales leads and view progress in an automated dashboard. Install the spreadsheet template directly by clicking the green button below.
Get the template here: Sign up and install this spreadsheet-based workflow template
If you need further instructions on how to use a spreadsheet-based workflow, check out this post on how that works.
CRM Report from Google
This customer relationship management template is free and easily available right from the Google Sheets template gallery. It’s really effective for small teams or solo-preneurs who need to develop a strong sales and marketing pipeline but can’t afford or don’t need complicated CRM software. The primary page gives you detailed instructions on how to implement and use this template. Each of the different spreadsheet tabs represents a different aspect of your pipeline.
Get the template here: Google Sheets templates gallery
This is another sales and CRM dashboard template that was designed just for Google Sheets users. This template is designed for small businesses to use as a time and money-saving tool. You establish a custom sales timeline, generate sales reports, assign tasks, and manage contacts and lead generation all in one place.
Get the template here: Onesheet CRM spreadsheet template
Sales Compensation Plan Worksheet
Another great template from Sales Hacker. This template helps you to build a sales compensation plan to generate visibility of your compensation and commissions.
Get the template here: Sales Compensation Plan Worksheet template
Template Gallery Add-on
You don’t necessarily need to go scouring the web for templates. As an alternative, there is also a great add-on called Template Gallery with many templates available. Simply get and open the add-on, then browse through the templates. When you find one you like, click it, and save a copy to your drive. These templates are by Vertex42. If you go directly to their website, they only have templates for Excel users, but by using this handy add-on, you can access their templates directly in Sheets!
Get this add-on here: Template Gallery for Sheets add-on
Want to manage more aspects of your sales process in Google Sheets? Check out our post on how to use a sales report template in Google Sheets to monitor sales and track leads, clients and contracts—all in one spreadsheet.